QWM
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Quaker Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Quaker Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$1.74K – 1709
2025
Q1 		$1.74K Buy
+15
New +$1.79K ﹤0.01% 425

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quaker Wealth Management's VT Position: Q1 2026 in Review

Quaker Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 53% in Q1 2026, selling an estimated $1.15K and leaving 7 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Quaker Wealth Management first reported a position in VT in Q4 2019 and has held it in 10 quarters since. The position peaked at $529K in Q1 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Quaker Wealth Management held 7 shares of Vanguard Total World Stock ETF worth $969 as of Q1 2026.
  • Quaker Wealth Management sold 8 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.15K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Quaker Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 10 quarters since.
  • Quaker Wealth Management's Vanguard Total World Stock ETF position peaked at $529K in Q1 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.